Other · DOL Form 5500 · 2024

Care Alliance Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 125
Participants Small participant base: 35th
Percentile by assets National rank: $26,714
Avg per participant Low balance/head

Official DOL plan name: 403(b) Thrift Plan for Employees of Care Alliance · Sponsored by Care Alliance · Ohio · Healthcare & Social Assistance

$3M in assets, 125 participants

Care Alliance's 403(b) Thrift Plan for Employees of Care Alliance reported $3M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#6,119 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

403(b) Thrift Plan for Employees of Care Alliance covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#6,119
in Healthcare & Social Assistance (16,916 peers): -2.3%
assets change YoY

The plan reported a net loss of $80K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan for Employees of Care Alliance's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Care Alliance vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,339,207 35th percentile higher than 35% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

403(b) Thrift Plan for Employees of Care Alliance among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Care Alliance sits mid-pack in the medium band (125 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 341748776 · Care Alliance PY 2024 · Other

403(b) Thrift Plan for Employees of Care Alliance · $3M · 125 · 35th

EBSA $3M
PART 125
TYPE 35th
NET Other
BOOK near 403(b) Thrift Plan of Human Development Commission
VS-ST ind #6119

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Care Alliance and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$80K
Employer EIN	341748776
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Care Alliance vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570

Compare 403(b) Thrift Plan for Employees of Care Alliance side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Care Alliance's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan of Human Development Commission in MI ($3M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

403(b) Thrift Plan of Human Development Commission (MI) $3M · 106
Uspiritus, Inc. 403(b) Plan (KY) $3M · 318
The Retirement Plan for Action Pathways, Inc. (NC) $3M · 132
Byron Health Center 403(b) Tax Deferred Plan (IN) $3M · 180

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan (FL) 125 · 0 off
Linsly School, Inc. 403(b) DC Plan (WV) 125 · 0 off
Catholic Charities, Inc. Diocese of Madison Retirement Plan (WI) 125 · 0 off
Bernard Zell Anshe Emet Day School Retirement Plan (IL) 125 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan for Employees of Care Alliance assets move in 2024? ▼

403(b) Thrift Plan for Employees of Care Alliance edged down modestly - down 2.3% during 2024, from $3M to $3M. Reported net income was -$80K.

Which Other plans are similar in size to 403(b) Thrift Plan for Employees of Care Alliance? ▼

Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Human Development Commission in MI ($3M, 106 participants).

Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Care Alliance? ▼

Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341748776.